FWM

FFT Wealth Management Portfolio holdings

AUM $545M
1-Year Est. Return 15.87%
This Quarter Est. Return
1 Year Est. Return
+15.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$378M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$69.2M
3
+$57.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.9M
5
CPRT icon
Copart
CPRT
+$20.5M

Top Sells

1
+$41.7M
2
+$333K
3
+$121K
4
SHOP icon
Shopify
SHOP
+$105K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$93.4K

Sector Composition

1 Consumer Discretionary 7.01%
2 Industrials 1.9%
3 Technology 1.26%
4 Financials 0.64%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$273K 0.02%
+766
102
$272K 0.02%
14,355
+815
103
$271K 0.02%
2,368
+93
104
$270K 0.02%
+2,489
105
$269K 0.02%
+6,224
106
$268K 0.02%
6,315
107
$267K 0.02%
2,389
+107
108
$256K 0.02%
3,270
109
$255K 0.02%
2,203
+145
110
$255K 0.02%
2,737
-363
111
$255K 0.02%
972
+5
112
$253K 0.02%
1,136
+57
113
$250K 0.02%
4,345
-9
114
$246K 0.02%
+1,239
115
$244K 0.02%
+1,433
116
$236K 0.02%
8,500
117
$235K 0.02%
+526
118
$232K 0.02%
2,967
+161
119
$231K 0.02%
1,398
120
$231K 0.02%
9,036
+729
121
$229K 0.02%
+3,246
122
$227K 0.02%
+874
123
$227K 0.02%
+1,330
124
$226K 0.02%
+3,649
125
$223K 0.02%
+1,438
2 3 4
5
6